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  • James Jones-Tinsley: Guided Retirement Duty could be game changer

    During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.

  • Lisa Webster: Overcomplicated rules are a threat

    It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.

  • Lisa Webster: To gift or not to gift?

    Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.

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Members of the House of Lords have rejected the Government’s planned change to the cap on social care costs.

Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.

The Financial Conduct Authority (FCA) has introduced a cap on fees for claims management companies (CMCs).

Aviva, which has a significant SIPP business, is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million.

Online D2C platform interactive investor has launched what it calls an ‘ultra low cost’ SIPP with a flat fee of £12.99 a month.

Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.

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